Cathie wood’s ark investment f

Cathie wood’s ark investment fund has focused on technology as a driver of economic growth and has performed strongly over the recent past with investments in $NVIDIA(NVDA)$ $Microsoft(MSFT)$ $Alphabet(GOOG)$ $Intel(INTC)$ $Meta Platforms, Inc.(META)$ all of these companies are on the forefront of future developments driving future economic growth which has a high future growth potential

Market Master 101 | Howard: Where Do We Stand in 2025?

In his recent memo to Oaktree’s clients, Howard Marks outlined his views on the current high levels of the market. He believes the market has not yet entered a phase of irrational exuberance, but still advises clients to adopt a Level 5 defense (reducing aggressive positions and increasing defensive holdings). What do you think of his views on the valuations of the Magnificent 7 and the S&P 500? How is your own portfolio allocated right now? Since the market is at elevated levels, should we be holding some defensive assets?

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